Reliable financial planning for the people you love
Our Sounding Board Process
If there are people in your life that are important to you, know that they are important to us. As part of our process, and as a service to our clients, we make ourselves available to act as a sounding board for your friends and family members. If they are feeling apprehensive about the future, we are happy to meet and share our process with them to help them feel more confident about the future. There’s no expectation for them to become a client – it’s part of our process – and a complimentary service we provide to our valued clients at no cost.
The Sounding Board Process
EASILY CONNECT YOUR LOVED ONE WITH RELIABLE ADVICE.
- 1
- 2
- 3
- 4
- 5
- 6
Share our Process
Share our process with your friend or family member and let them know you will share their contact info with us for the purpose of an introduction.
Reach Out
Contact us to share relevant and important details about the friend or family member.
Introductions
We will reach out on your behalf as requested.
Preparation
We send them our introductory kit.
Consultation
We will follow up and schedule a “Sounding Board” meeting
Next Steps
We ensure they have a clear idea of their next steps, regardless of whether they become a client.
How to get started
To begin the sounding board process, give us a call, email your advisor or ask about it at your next meeting.